Databricks’s $1.3 billion buy of MosaicML is a battle for the future of the database At the heart of MosaicML’s approach is the “lottery ticket hypothesis of Jonathan Frankle and Michael Carbin of MIT. @MosaicML @databricks @OpenAI $ORCL $MDB $BASE $MSFT #investing #AI
@tiernanraytech
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Jefferies Mammoth AI Report Analyzes Industry Impact
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Mammoth AI report from Jefferies prognosticates on every industry Pondering every single industry. https://
thetechnologyletter.com/the-posts/mamm
oth-ai-report-from-jefferies-prognosticates-on-every-industry
… $NVDA $AMZN $AVGO $MRVL $MSFT $AMAT $INTC $GOOGL $META $SNOW $WMT $W $JPM $SHEL $MRNA $MCD $DE $PSA #investing #stocks #AI -
Elastic CEO: Selling shovels for AI gold rush
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Please enjoy my interview with Elastic CEO Ashutosh “Ash” Kulkarni. Elastic CEO: Selling shovels for the AI gold rush “We want to be the group that’s selling shovels to everybody that wants to participate in the gold rush.” https://
thetechnologyletter.com/the-posts/elas
tic-ceo-selling-shovels-for-the-ai-gold-rush
… $ESTC @elastic -
Monday.com gains market share against Atlassian and Asana
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Monday dot com's beat-and-raise cadence a sign of good things to come, says Cowen Well-oiled machine gaining share against vendors like Atlassian, Asana, and SmartSheet. https://
thetechnologyletter.com/the-posts/mond
aycoms-beat-and-raise-cadence-a-sign-of-good-things-to-come-says-cowen
… $MNDY $ASAN $TEAM $SMAR #investing #stocks #software -
Intel Separates Chip Manufacturing Business from Design Operations
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Intel announces le divorce: its factories will be a real business not a spouse Some people apparently thought Intel would announce Nvidia as a customer, believe it or not. https://
thetechnologyletter.com/the-posts/inte
l-announces-le-divorce-its-factories-will-be-a-real-business-not-a-spouse
… $INTC $NVDA $TSM $QCOM $AMD #investing #semiconductors #manufacturing -
Rosenblatt warns Coherent overvalued on AI despite Nvidia’s closed ecosystem
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Coherent stock has gone too far on AI hopes, says Rosenblatt The problem with the AI theme is that Nvidia is “doing all it can to keep AI pods closed.” https://
thetechnologyletter.com/the-posts/cohe
rent-stock-has-gone-too-far-on-ai-hopes-says-rosenblatt
… $COHR $NVDA $LITE $CIEN $ANET $CSCO #investing #AI #networking #fiberoptics -
Entegris: Semiconductor Play Amid AI Chip Growth
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Entegris: Buy it, a bright spot in semi-cap, says BMO Their protection against contaminants becomes more important as giant chips such as Nvidia H100 take up more wafer area. https://
thetechnologyletter.com/the-posts/ente
gris-buy-it-a-bright-spot-in-semi-cap-says-bmo
… $ENTG $AMAT $KLAC $LRCX $ASML $NVDA #investing #semiconductors #AI -
Chip Equipment Manufacturing Stocks and Market Analysis
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The TL Podcast for June 19th, 2023: Selling chip equipment https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-june-19th-2023-selling-chip-equipment
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $AMAT $ASML $KLAC $LRCX $AEIS $ACLS $ACMR $COHU $ICHR $NVMI $ONTO $TER $UCTT #investing #semiconductors #manufacturing -
AMAT and ASML: Semiconductor Capital Equipment Valuations Under Pressure
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Time to drop AMAT and ASML as New Street pushes semi-cap recovery to 2025 The P/Es are way above historical norms. https://
thetechnologyletter.com/the-posts/time
-to-drop-amat-and-asml-as-new-street-pushes-semi-cap-recovery-to-2025
… $ASML $AMAT #investing #semiconductor -
Zscaler CEO: Bold Statements on Cybersecurity Market Opportunities
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Please enjoy my interview with Zscaler CEO Jay Chaudhry. Zscaler CEO: Our stock is a great buy at any price “Check Point is the living dead,” and other bold statements. https://
thetechnologyletter.com/the-posts/zsca
ler-ceo-chaudhry-disrupting-the-old-guard-is-a-mega-opportunity
… $ZS $CHKP $PANW $IBM $HPE #investing #stocks #cybersecurity #AIart